Customer Contact

Use the Customer Contact Collector Action  to record contact information when a customer has been contacted.

Follow these steps to record Customer Contact:

1. From Collector Action menu, select Customer Contact.  The CACS Enterprise Browser displays the Action dialog view for the Customer Contact activity.  
2. Select the party you talked to from the Party Contacted drop down list.
3. Select the state you wish to route the account to from the Route to State drop down list. (Optional)
4. Select an excuse from the Excuse drop down list. (Optional)
5. Enter the date that the account is next scheduled to be worked in the Hold Date field. (Optional)
6. Enter the User ID to assign the account.  If you are not sure of the User ID, you can perform a search by selecting the Lookup hyperlink to open the User Lookup dialog.
7. Enter text regarding the customer contact in the History Text box.
8. Select the correspondence type (if any) from the Correspondence drop down. (Optional)
9. Click Submit or Submit & Next to process the request, or Cancel to end the request.